Meraki Talent is delighted to be supporting one of the UK’s leading Investment & Wealth Management firms with the appointment of an Administrative Assistant. Open client accounts in line with AML and internal compliance regulations
Process and monitor changes to client information and account amendments
Assist with portfolio transfers and internal account transactions
Review and collate Capital Gains Tax (CGT) information
Process account closures and maintain up-to-date client records
Provide ad hoc admin support, including reception duties and meeting preparation
Experience in a similar admin role within Financial Services, Investment, or Wealth Management
Strong understanding of regulatory requirements and compliance procedures
GCSEs in English & Maths (A–C) or equivalent qualifications
This is an excellent opportunity for someone looking to build a long-term career within a prestigious wealth management environment. You’ll be joining a collaborative and professional team that supports personal development.